What's the Best Way for a Career Changer to Get Into the Financial Planning Industry?

Scott and James discuss the best way to enter the financial planning industry as a career changer.

Wilson Liu Financial Resources We're on YouTube here! Listener Question: I really enjoy your podcast. I've had a 10-year career in nonprofit development, but I've had a passion for investing and personal finance since I was a little kid. I'm trying to pivot into wealth management. I know in a recent episode you addressed the path into the industry for someone coming out of college. I'd love to hear if you have any insight for someone making a pivot mid-career. Maybe the pathway is the same, but it would be great to hear what you think. Planning Points DiscussedUtilizing Time EfficientlyCapital AppreciationPurchasing PowerOther issues (IRAs, Inflation, Financial Goals, etc.)Timestamps: 2:30 - We're on YouTube HERE! 6:17 - Financial Resources 10:15 - Understanding Your Options 12:46 - Career Change Sample

15:55 - Characteristics Scott/James Look For 23:00 - Aligning Your Financial Goals LET'S CONNECT! James YouTube LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.